By: Quiver EarningsTracker
Posted: 3 hours ago / Aug. 11, 2026 8:37 p.m. UTC
Black Rock Coffee Bar, Inc. $BRCB reported second-quarter 2026 revenue of $63.0 million, up 25.0% from a year earlier, as the company continued to expand top-line growth. Gross profit rose to $19.1 million, while operating profit increased to $4.1 million, showing solid improvement in core operations.
Profitability was more mixed at the bottom line. Net income attributable to common shareholders came in at $1.2 million, and diluted earnings per share was $0.06. Revenue fell short of the analyst estimate of $65.8 million, while EPS was roughly in line with the $0.07 estimate.
Cash generation strengthened during the quarter, with cash from operating activities rising to $12.4 million. The company also spent $16.2 million on property and equipment, signaling continued investment in growth. Cash and cash equivalents stood at $16.0 million, while total liabilities were $282.8 million.
- Revenue: $63.0 million, up 25.0% year over year
- Gross profit: $19.1 million, up 28.0%
- Operating profit: $4.1 million, up 25.6%
- Operating cash flow: $12.4 million, up 148.6%
- Capital spending: $16.2 million
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Black Rock Coffee Bar, Inc. Insider Trading Activity
Black Rock Coffee Bar, Inc. insiders have traded $BRCB stock on the open market 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BRCB stock by insiders over the last 6 months:
- GROUP, LLC CYNOSURE has made 2 purchases buying 13,642,712 shares for an estimated $72,988,509 and 0 sales.
- CLAY HOWARD GEYER (Chief Operating Officer) has made 3 purchases buying 46,013 shares for an estimated $299,871 and 0 sales.
- MICHAEL RYAN SCHMIDT (Principal Accounting Officer) purchased 7,100 shares for an estimated $49,558
- JESSICA MICHELE WEGENER-BEYER (Chief Marketing Officer) purchased 3,098 shares for an estimated $20,015
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Black Rock Coffee Bar, Inc. Hedge Fund Activity
We have seen 56 institutional investors add shares of Black Rock Coffee Bar, Inc. stock to their portfolio, and 63 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BANK OF NEW YORK MELLON CORP added 1,816,016 shares (+156.3%) to their portfolio in Q2 2026, for an estimated $15,054,772
- WELLINGTON MANAGEMENT GROUP LLP removed 943,524 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $12,190,330
- JENNISON ASSOCIATES LLC removed 583,806 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $4,839,751
- MORGAN STANLEY added 522,370 shares (+40.4%) to their portfolio in Q1 2026, for an estimated $6,749,020
- FMR LLC added 457,753 shares (+29.0%) to their portfolio in Q1 2026, for an estimated $5,914,168
- GILDER GAGNON HOWE & CO LLC removed 373,411 shares (-38.2%) from their portfolio in Q1 2026, for an estimated $4,824,470
- OBERWEIS ASSET MANAGEMENT INC/ added 365,600 shares (+inf%) to their portfolio in Q1 2026, for an estimated $4,723,552
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Black Rock Coffee Bar, Inc. Price Targets
Multiple analysts have issued price targets for $BRCB recently. We have seen 5 analysts offer price targets for $BRCB in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Brian Mullan from Piper Sandler set a target price of $9.0 on 06/08/2026
- Chris O’Cull from Stifel set a target price of $18.0 on 05/13/2026
- Matt Curtis from DA Davidson set a target price of $15.0 on 05/13/2026
- Brian Vaccaro from Raymond James set a target price of $20.0 on 04/21/2026
- Brian Harbour from Morgan Stanley set a target price of $22.0 on 04/21/2026
